Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,255,540
+$95,217 QoQ
Shares Held
3,560
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,157
of 4,086 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 6%
Shared 7%
None 87%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Regal Investment Advisors LLC holds $2,753,549 across 2 Home Improvement Retail names. HD ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
6,794 | $1,498,009 | |
| 2 | HD |
Home Depot, Inc.
This page
|
3,560 | $1,255,540 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,540 | 3,560 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,160,323 | 3,528 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,172,348 | 3,407 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,059,985 | 5,084 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,775,270 | 4,842 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,471,823 | 4,016 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,962,454 | 5,045 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,333,952 | 5,760 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,988,674 | 5,777 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,062,233 | 5,376 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,604,873 | 4,631 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,464,569 | 4,847 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,348,177 | 4,340 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,240,389 | 4,203 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,457,693 | 4,615 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $1,209,169 | 4,382 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,149,465 | 4,191 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,417,626 | 4,736 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,883,489 | 6,948 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,445,537 | 7,450 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,338,101 | 7,332 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $1,502,081 | 5,655 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $1,104,999 | 4,411 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||